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Charging a percentage of assets under management only works for some client demographics. Let's find other ways to work with different clients, writes Daniel Johnson.
July 31
College for Financial Planning -
Dan Johnson is an assistant professor for the College for Financial Planning and a part-time instructor for Kaplan Professional and Boston University. He resides in Chicago, IL.
July 30
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His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.
July 30
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At least 10 senior bankers and numerous junior employees across the world’s largest wealth management market have left.
July 30
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The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.
July 30
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Will the sector embrace the global trend toward greater transparency?
July 30
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Executives from Alliance Bernstein, Edward Jones and Kasisto discuss best practices and ways to improve the client experience.
July 30
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Don Riegle is a former Democratic senator from Michigan. He chaired the Senate Banking Committee from 1989 to1994 and co-authored the Riegle-Neal Interstate Banking and Branching Efficiency Act.
July 30
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IRS regulations are complicated, conflicting and rife with gray areas, but clients are still deluging advisors with questions about how Peter Thiel's strategy could work for them.
July 29
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The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.
July 29
